Burk Holdings’s Box BOX Stock Holding History

Burk Holdings’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33K	Hold	50	–	–	﹤0.01%	553
2026 Q1	$1.18K	Buy	+50	New	+$1.26K	﹤0.01%	582

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burk Holdings's BOX Position: Q2 2026 in Review

Burk Holdings held its Box (BOX) position steady in Q2 2026 at 50 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Burk Holdings first reported a position in BOX in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Burk Holdings held 50 shares of Box worth $1.33K as of Q2 2026.
Burk Holdings left its Box share count unchanged in Q2 2026.
Box made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #553 holding.
Burk Holdings first reported a position in Box in Q1 2026 and has held it in 2 quarters since.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.